Remote Financial Advisor & AI Training Expert

OpenTrain AI, Inc.; United States; Remote; USD 111,000 - 159,000; Part time

Job summary

OpenTrain AI, Inc. is seeking contributors to create realistic personal financial planning cases, evaluate AI responses, and provide expert feedback on wealth management, fiduciary standards, and regulatory awareness.

This is a remote, flexible, part-time engagement that pays $98 per hour and requires 20+ hours weekly. You'll design scenarios across investments, retirement, tax, estate, and risk, and assess model answers for accuracy and regulatory alignment.

Qualifications

• Bachelor's degree required in finance or related field.
• Strong analytical and communication skills.
• Knowledge of wealth management and fiduciary standards.

Responsibilities

• Create financial planning questions and case studies.
• Design scenarios covering retirement, investments, taxes, estate, and risk.
• Evaluate AI responses for accuracy, regulatory awareness, and fiduciary alignment.
• Provide detailed feedback to improve training materials.
• Collaborate with experts to develop realistic content.

Skills

Financial analysis

Communication

Attention to detail

Education

Bachelor's degree in Finance, Economics, Business or related field

Tools

Financial planning software

Job description

OpenTrain AI, Inc. is seeking contributors to create realistic personal financial planning cases, evaluate AI responses, and provide expert feedback on wealth management, fiduciary standards, and regulatory awareness.

This is a remote, flexible, part-time engagement that pays $98 per hour and requires 20+ hours weekly. You'll design scenarios across investments, retirement, tax, estate, and risk, and assess model answers for accuracy and regulatory alignment.